A detailed history of Regatta Capital Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Regatta Capital Group, LLC holds 19,618 shares of JPM stock, worth $3.97 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
19,618
Previous 19,264 1.84%
Holding current value
$3.97 Million
Previous $3.28 Million 19.93%
% of portfolio
0.89%
Previous 0.88%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $59,149 - $70,906
354 Added 1.84%
19,618 $3.93 Million
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $5,156 - $6,471
38 Added 0.2%
19,264 $3.28 Million
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $105,402 - $116,288
-736 Reduced 3.69%
19,226 $2.79 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $36,456 - $41,595
-286 Reduced 1.41%
19,962 $2.9 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $683,947 - $924,630
6,708 Added 49.54%
20,248 $2.72 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $14,531 - $84,526
701 Added 5.46%
13,540 $1.53 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $19,594 - $23,648
174 Added 1.37%
12,839 $1.45 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $39,901 - $52,384
311 Added 2.52%
12,665 $1.73 Million
Q4 2021

Feb 23, 2022

BUY
$153.94 - $171.78 $1.9 Million - $2.12 Million
12,354 New
12,354 $1.96 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $593B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Regatta Capital Group, LLC Portfolio

Follow Regatta Capital Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regatta Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regatta Capital Group, LLC with notifications on news.